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Skills

  • Relationship building and management
  • Category equipment
  • Revenue generation
  • Cost reduction through vendor negotiations
  • Familiar with account coding
  • Data visualization using Power BI
  • Client satisfaction and engagement
  • Client portfolio management
  • Budgets
  • Business operations

Work Experiences

  • Collaborated with cross-functional teams, ensuring client billings were accurate and reconciled within one year, reducing discrepancies by 43%.
  • Authored financial analysis reports that identified key spending inefficiencies, helping clients to optimize resource allocation and save $6 annually.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Met deadlines by proactively managing individual and team tasks and implementing initiative processes.
  • Reviewed more than 14 financial statements per 18 months.
  • Used strategic risk management techniques to safeguard company assets.
  • Achieved $4 in revenue growth.
  • Used positive motivational techniques to engage employees in business processes.
  • Analyzed financial risk and provided solutions that minimized revenue losses across high-exposure accounts by over 21%.
  • Acquired 13 new clients.

Summaries

  • Adept at implementing performance-driven communication strategies, boosting client satisfaction scores by 27% and ensuring long-term client retention.
  • Achieved annual cost savings of $12.
  • Adaptable and strategic professional.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the program business.
  • With over 6 years of experience in sales and branch management, loan management, and general bank operations, I am a results-oriented self-motivator.
  • Senior Branch Manager with 13 years of progressive experience in multiple locations improving business processes, increasing revenue, and retaining loyal customers.
  • Accelerated financial reporting by 13 days.
  • Client Finance Manager with 7 years of successful budget management and strategic planning experience.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Highly skilled at building and leading high-performance teams that focus on meeting and exceeding business goals.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Automated budget variance reports using Power BI, leading to 77% quicker data turnaround and reducing manual entry errors.
  • Led financial oversight of 13 client accounts, reducing annual operating expenses by 15% through automated processes.
  • Guided financial due diligence for acquisition deals valued at over $2, ensuring seamless integration and minimal financial disruption.
  • Negotiated terms with external vendors, leading to a 56% decrease in annual contract spend and improved service delivery.
  • Presented quarterly financial performance reports to executive leadership, resulting in a re-prioritization of key growth strategies to boost client satisfaction.
  • Provided actionable financial insights during budgeting and forecasting cycles, resulting in a 24% improvement in departmental forecast accuracy.
  • Consulted on business development efforts, helping increase new client acquisitions by 26% through strategic financial support.
  • Supported leadership in financial planning sessions that restructured expenses, resulting in a 23% reduction in overhead within the first 6 months.
  • Oversaw the implementation of invoice management automation that improved collection turnaround by 85% and reduced disputed charges by $2.

Affiliations

  • Rotary International
  • Certified Fraud Examiner (CFE) Association
  • International Society of Financial Analysts (ISFA)
  • International Association of Administrative Professionals
  • Finance Automation and Technology Association (FATA)
  • Association of Information Technology Professionals
  • National Association of Social Workers
  • Association for Financial Professionals (AFP)
  • Society of Women Engineers
  • Association for Supply Chain Management (APICS)

Certifications

  • Certified Professional Risk Manager (CPRM)
  • Fellowship, Chartered Institute of Management Accountants (FCMA)
  • Cisco Certified Network Associate (CCNA)
  • Apple Certified Associate (ACA)
  • First Aid/CPR Certified
  • Certified International Investment Analyst (CIIA)
  • Chartered Global Management Accountant (CGMA)
  • Certified Public Accountant (CPA)
  • Certified Information Systems Auditor (CISA)
  • Certified Business Analysis Professional (CBAP)

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